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SpaceX targeting five East Coast Falcon launches in first month of 2022
In a new statement focused on Cape Canaveral’s “exceptionally busy” 2022 schedule, a senior US Space Force (formerly Air Force) official has implied that SpaceX is already targeting five East Coast launches in the first month of the new year.
While the director didn’t specifically state who is launching, they did confirm that “seven total launches” are scheduled out of Cape Canaveral facilities (including NASA’s Kennedy Space Center) in January 2022 – five to “polar” orbits and two to more traditional semi-equatorial inclinations. While most of the “polar” launches referred to are likely not actually polar under the definition of launching satellites that will more or less orbit the Earth’s poles, the phrase still all but guarantees that five of those planned launches are Falcon 9 rockets.
The news cuts both ways, though, as it also strongly implies that SpaceX’s first Falcon Heavy launch in more than two and a half years will have to wait until February 2022 at the earliest.
Of the seven launches the Cape Canaveral Space Force Station (CCSFS) operations director says are targeted for January 2022, public schedules indicate with confidence that two are non-SpaceX. A United Launch Alliance (ULA) Atlas V rocket appears to remain on track to launch the Space Force’s USSF-8 mission – a pair of geostationary surveillance satellites for the US military – no earlier than January 21st. Additionally, while delays are likely, startup Astra revealed plans last month to attempt its first Cape Canaveral ‘Rocket 3’ launch in January 2022.
Beyond those two missions, there is no evidence of other non-SpaceX launches planned this month, which implies that SpaceX is responsible for all five other missions. Delays are obviously possible but SpaceX has already repeatedly demonstrated the ability to complete four East Coast launches in less than a month.
Up first, SpaceX is scheduled to start another potentially record-breaking year of launches with its Starlink 4-5 mission, which is on track to lift off no earlier than (NET) 4:49 pm EST (21:49 UTC) on Thursday, January 6th. NET 10:25 am EST (15:25 UTC), January 13th, another Falcon 9 rocket is scheduled to launch SpaceX’s third dedicated rideshare mission (Transporter-3), sending another batch of several dozen small satellites to orbit. SpaceX’s last confirmed launch of the month is Italy’s CSG-2 Earth observation satellite, which is scheduled to fly on another Falcon 9 rocket as early as late January. Two are headed to actual semi-polar orbits, while Starlink 4-5 is targeting a 53.2-degree orbital inclination – far from polar but still requiring Falcon 9 to launch to the southeast.
That leaves room for two more Starlink launches to hit the USSF’s estimate five “polar” missions – if SpaceX can manage the feat. Based on SpaceX’s record LC-40 and LC-39A turnaround times, beginning launches on January 6th ramps up the difficulty but doesn’t make five launches impossible. Assuming SpaceX can repeatedly turn both LC-40 and LC-39A around in ~10 days, SpaceX could theoretically launch Starlink 4-5 on 1/6 (39A), Transporter-3 on 1/13 (LC-40), Starlink x-x on 1/16 (39A), CSG-2 on 1/23 (LC-40), and Starlink x-x on 1/26. Technically, CSG-2 could launch anytime after Jan 22nd or 23rd and the third hypothetical Starlink mission could also tolerate up to five days of delays before it would slip into February.
Finally, depending on how strong Starlink V1.5 production is, SpaceX’s West Coast Vandenberg facilities could technically support one launch this month. It’s also possible that SpaceX will hold off on internal missions to ensure pad readiness for the US military’s NROL-87 Falcon 9 launch – scheduled NET February 2nd, 2022 as of four months ago.
News
Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.
News
Tesla China delivery centers look packed as 2025 comes to a close
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Tesla’s delivery centers in China seem to be absolutely packed as the final days of 2025 wind down, with photos on social media showing delivery locations being filled wall-to-wall with vehicles waiting for their new owners.
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Full delivery center hints at year-end demand surge
A recent image from a Chinese delivery center posted by industry watcher @Tslachan on X revealed rows upon rows of freshly prepared Model Y and Model 3 units, some of which were adorned with red bows and teddy bears. Some customers also seem to be looking over their vehicles with Tesla delivery staff.
The images hint at a strong year-end push to clear inventory and deliver as many vehicles as possible. Interestingly enough, several Model Y L vehicles could be seen in the photos, hinting at the demand for the extended wheelbase-six seat variant of the best-selling all-electric crossover.
Strong demand in China
Consumer demand for the Model Y and Model 3 in China seems to be quite notable. This could be inferred from the estimated delivery dates for the Model 3 and Model Y, which have been extended to February 2026 for several variants. Apart from this, the Model Y and Model 3 also continue to rank well in China’s premium EV segment.
From January to November alone, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 are still priced at a premium compared to some of their rivals, such as the Xiaomi SU7 and YU7.
With delivery centers in December being quite busy, it does seem like Tesla China will end the year on a strong note once more.
Tesla officially publishes Q4 2025 vehicle delivery consensus
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
